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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,712 | $41,150-47.2% | $80,607-73.1% | $71,495-69.6% |
| Participation rate | 5.0% | 50.3%-45.3pp | 67.0%-62.0pp | 67.9%-62.9pp |
| Annual return | 0.00% | 38.48%-38.5pp | 936.11%-936.1pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $147 | $2,701-94.5% | $4,448-96.7% | $4,291-96.6% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,379-100.0% | $1,588-100.0% |